Neuberger Berman US Multi Cap Opportunities Fund GBP I3 Distributing Class - Unhedged header image

Neuberger Berman US Multi Cap Opportunities Fund GBP I3 Distributing Class - Unhedged

Fund

ISIN IE00B7WF5P11 / Valor 19915356

NAV (2025-01-16)
GBP 23.25+0.61%

Neuberger Berman US Multi Cap Opportunities Fund GBP I3 Distributing Class - Unhedged
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General Objective

The fund aims to increase the value of shares by investing primarily in US companies. Investment decisions are based on fundamental research and analysis to identify companies with potential for value growth through various means such as free cash flow generation, product enhancements, and improved capital structure management. The fund also applies Environmental, Social, and Governance ("ESG") criteria in security selection.

Fund Exposure

The fund is actively managed and not constrained by its benchmark, which is used for comparison purposes only. It gives consideration to benchmark constituents in security selection but may not hold all or many of the benchmark's components. The fund is exposed to US Flex-Cap Equity and is benchmarked against the S&P 500 Index (Total Return, Net of Tax, USD).

Risks

Investors should be aware of market risk, liquidity risk, counterparty risk, operational risk, derivatives risk, and concentration risk associated with the fund. Market risk involves changes in position value due to market factors, while liquidity risk may impact the fund's ability to sell investments readily. Counterparty risk relates to payment obligations, operational risk stems from inadequate processes, and derivatives risk may cause large variations in share value. Concentration risk arises from a small number of investments potentially leading to variable performance.

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Source

https://www.nb.com/en/sg/products/ucits-funds/us-multi-cap-opportunities-fund

Tags:
fundamental analysis us equities s&p 500

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OTHER SHARE CLASSES OF THIS FUND

Neuberger Berman US Multi Cap Opportunities Fund Class EUR A Accumulating - Hedged
Neuberger Berman US Multi Cap Opportunities Fund Class EUR A Accumulating - Hedged Neuberger Berman US Multi Cap Opportunities Fund Class EUR A Accumulating - Hedged Valor: 19039375
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Annual Return

-50%0%+50%

Risk level

110
0.41%EUR 34.05
Neuberger Berman US Multi Cap Opportunities Fund USD1 I Distributing Class
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Annual Return

-50%0%+50%

Risk level

110
0.42%USD 45.49
Neuberger Berman US Multi Cap Opportunities Fund EUR I3 Accumulating Class - Hedged
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Annual Return

-50%0%+50%

Risk level

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0.42%EUR 31.35
Neuberger Berman US Multi Cap Opportunities Fund SGD A Accumulating Class - Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.43%SGD 57.82
Neuberger Berman US Multi Cap Opportunities Fund USD Z Accumulating Class
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Annual Return

-50%0%+50%

Risk level

110
0.43%USD 32.35
Neuberger Berman US Multi Cap Opportunities Fund Class AUD E Accumulating - Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.42%AUD 21.60
Neuberger Berman US Multi Cap Opportunities Fund USD M Accumulating Class
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Annual Return

-50%0%+50%

Risk level

110
0.42%USD 26.30
Neuberger Berman US Multi Cap Opportunities Fund Class AUD T Accumulating - Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.44%AUD 20.70
Neuberger Berman US Multi Cap Opportunities Fund USD C1 Accumulating Class
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Annual Return

-50%0%+50%

Risk level

110
0.42%USD 18.91
Neuberger Berman US Multi Cap Opportunities Fund ZAR E Accumulating Class - Hedged
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Annual Return

-50%0%+50%

Risk level

110
0.44%ZAR 347.47